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3925 Hagan St. Suite 300, Bloomington, IN 47401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-05-02 |
Branch Locations
3925 Hagan St. Suite 300, Bloomington, IN 47401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | Bloomington | IN | 05/2016 | 01/2019 |
| Hurlow Wealth Management Group, Inc. | Bloomington | IN | 01/2019 | Present |
H&C Real Estate Holding, LLC; not investment related; 3925 Hagan Street, Suite 300, Bloomington, IN 47401; purchase and development of real-estate; Partner; 5 hours per month; no hours during securities trading hours; development of real-estate property to be leased to Hurlow Wealth Management Group, Inc. Junior Achievement of Central Indiana; Not Investment Related; 7435 N. Keystone Avenue, Suite B, Indianapolis, IN 47401; Non Profit career exploration, employability/life skills, entrepreneurship, financial literacy and philanthropy for young children; Board Member, Chairman of Investment Committee, Member of Executive Committee; 01/01/2020 ; 2 hour per month, no hours during securities trading hours ; Review investment portfolio reports, discuss asset allocation and performance, and vote on decisions regarding the investment portfolio. Attend board meetings to discuss important organizations goals and initiatives and review the budget. Attend Executive Committee meeting every other month and vote on important matters relating to the running of the organization. 3rd and Smith East Association; not investment related; 3925 Hagan St, Bloominton, IN 47401; Treasurer; 12/01/2023; 1 hour per month none during securities trading hours; Provide oversight of financial statement and approve transactions for the association.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-28 |
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